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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,545 | $201,264-81.3% | $184,185-79.6% | $145,978-74.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.32% | 29.00%-20.7pp | 28.81%-20.5pp | 550.52%-542.2pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,084 | $9,806-38.0% | $9,132-33.4% | $6,690-9.0% |
| Admin fee / account holder | $844 | $16,376-94.8% | $13,909-93.9% | $13,400-93.7% |